Infusing Customer Insights into Dynamics 365 apps

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
End users by admins, makers, or analysts This feature is released. Oct 1, 2019 -

Business value

Unlock more insights and take more decisive action with an improved customer card that provides a more comprehensive timeline of the customer journey across the marketing, sales, and customer service functions.

Feature details

A variety of enhancements in the customer card include visual indicators for measures, the ability to display data sources to direct users to the source document, options to re-order fields, as well as the ability to expand and collapse timeline controls.

See also

Dynamics 365 Customer Insights – June 2019 release notes (blog)

Install the Customer Card Add-in (docs)